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Financial Analyst Job Description Template

A Financial Analyst is a skilled professional who analyses financial statements, market trends, economic indicators, and other relevant data to create business financial models and forecasts. Possessing specialized knowledge and a dynamic set of skills, 


Financial Analysts are in high demand to turn raw data into actionable insights. The field of finance has a high earning potential allowing Finance Analysts to work in various sectors like banking, investment firms, corporate finance departments, and consulting firms. India saw a 30% rise in Financial Analyst Jobs in the last decade and became the third-largest market for financial analysts after China and the USA. 


The true meaning of a financial analyst is more than just balance sheets and numbers, it goes beyond technology, science and engineering.

What is a Financial Analyst?

A Financial Analyst is responsible for helping organizations make important financial business decisions. Analyzing financial information and market trends offers insights that shape the company’s strategic direction. 


Financial Analysts also excel at decoding complex financial data, enabling the organization to gain valuable insights into its performance, strengths, weaknesses, and areas for improvement. A critical aspect of a Financial analyst’s role is to analyze and evaluate risks ensuring stability and resilience. During mergers or acquisitions, they also perform due diligence, assess )valuations, and assist in financial negotiations, contributing to successful integration.

 Job brief 

We are seeking a highly skilled and motivated Finance Analyst to join our dynamic Finance team. The Finance Analyst will play a pivotal role by being a hands-on key contributor to the financial planning and analysis process supporting multiple business partners. 


The ideal candidate will possess high business analytical thinking, demonstrating proficiency with detailed financial models and data management. 


This role will assist in actual and forecasting activities to provide clear guidance to Senior Management on expense performance. As a full-time Financial Analyst, you will analyze financial statements, market trends, economic indicators, and other relevant data to create financial models and forecasts for our internal and external clients. 

Roles and Responsibilities 

Given below are some of the financial analyst roles and responsibilities:

  • Collaborations: Partner with various management leads and Go-To-Market teams to develop and maintain accurate budgets and financial forecasts, ensuring business objectives align.
  • Financial Reporting: Compile and analyze financial reports, including balance sheets, income, and cash flow statements, presenting findings to management and key stakeholders.
  • Risk Management: Proactively identify strategic opportunities, financial risks and uncertainties that may impact the organization’s financial health. Develop risk management strategies to mitigate potential threats.
  • Financial Models: Develop effective financial models to support business planning and long-term projections.
  • Strategic Market Research: Up-to-date market research with industry trends, economic conditions, and competitor performance. Provide regular insights and analysis to aid in strategic planning and market positioning.
  • Compliance & Ethics:  Ensure compliance with accounting standards, tax regulations, and financial reporting requirements. Contribute to the preparation of financial statements and audit processes. Liaise with external auditors and tax advisors and oversee the completion of audits and regulatory filings.
  • Investor Relations: Build strong relationships and support investor relations by providing financial data, responding to inquiries, and participating in meetings with investors and stakeholders.
  • Financial Improvements: Continuously evaluate and improve financial analysis methodologies, tools, and reporting processes to enhance efficiency and accuracy.

Financial Analyst Qualifications and Requirements

The financial analyst job profile includes the following skills and requirements:

  • Minimum of 2 years of FP&A or corporate finance experience.
  • Prior experience in high-growth multinational companies,  consulting, private equity/venture capital, investment banking, strategic planning, product strategy, or other fast-paced environment.
  • Professional Qualification – Bachelors in Finance, Accounting, Economics, or a related field. An advanced degree (MBA, CA/CMA/CFA/MBA) is a plus.
  • (Preferred) Experience and passion for financial systems and tools, including large ERP systems.
  • Ability to analyze and interpret data, translate it into actionable steps, and communicate clearly across all levels of the organization.
  • Sound analytical and advanced skills in Excel (Data models, advanced functions, etc.), G-Suite, and Powerpoint—ability to convert huge data to meaningful data insights.
  • An extensive understanding of finance in a SaaS business is a plus. 
  • Exceptional interpersonal, written and verbal communication skills. 
  • Team player who can collaborate and influence the organization, including senior leadership.

Sample Financial Analyst Job Description


JP Morgan Chase & Co

Designation: Financial Planning and Analysis – Analyst (Bangalore)



About the job


You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analyst and Reporting Specialist, you will be responsible for building relationships and communicating with internal teams. You will also be responsible for reporting, analyzing data, and process improvement.

Job Responsibilities

  • Enable management of total expense base for designated Technology group within the ET F&BM team. Support annual budget and monthly actuals. Manage monthly financial variance commentary. Manage detailed tracking of all key initiatives. Reconciliation and analysis of monthly financials from multiple reporting tools
  • Responsible for gathering relevant data, then analyzing and reporting the data in a meaningful manner to support management decisions around business processes and efficiencies
  • Creation of PowerPoint presentations, dashboards, and other reporting for clients and Finance and business Management team which need to be accurate, of very high quality and often require quick turnaround
  • Builds and maintains relationships with both Regional and global Technology F&BM community and key Service Providers across IT lines of business as well as enterprise functions (human resources, finance, legal, vendor management, etc.)
  • Actively participate in business management functions viz., workforce management, headcount location planning & other non-financial metrics for the Technology Group
  • Support the Tech LoB Leadership Team by providing the respective function’s financial/expense base insights. Facilitate ad-hoc requirements around cost management, expense tracking, and appropriate approvals
  • Actively support seat management as and when necessary particularly around restacks, building exits, appropriate tracking in seat management tools, etc

Required Qualifications, Capabilities, And Skills

  • Minimum of 2+ years of financial / accounting & business management experience
  • Advanced systems skills required including knowledge of Excel, Essbase and PowerPoint.
  • Capacity and desire to work both at a strategic and detailed analysis level
  • Excellent written and verbal communication skills necessary
  • Ability to present information in a clear and concise manner
  • Individuals must be able to work independently as well as in a team situation
  • Excellent time management skills and ability to multi-task. Self-motivated individual to go beyond immediate responsibilities

SOURCE: Linkedin


Wells Fargo

Designation: Finance Analyst (Chennai)



About the job


This Individual contributor role is responsible for all of the month end close activities starting from BD -4 to BD +5 (Business days). Post the book closures, the role needs to support a lot of reporting, dashboards and ad-hoc reports. Reports include preparing daily, weekly and monthly reporting and other ad-hoc reports to support the line of business and provide meaningful analysis and analytics support. This role also extensively includes a wide range of data management activities such as data extractions, consolidations, aggregations, validations and modelling support. The role strives for excellence in providing timely, accurate and meaningful insights to senior stakeholders and driving efficiency and process innovations.



  • Month-end and quarter-end close reporting processes, with a focus on accuracy and process improvement; suggest innovative ideas and take initiative to automate the process.
  • Evaluate all financial results and related reporting, check for reasonability in results between current month and expectations and prior months
  • Provide meaningful analysis and variance commentary to inform and guide stakeholders; identify risks and opportunities to future forecast
  • Data management, data integrity and data lineage skills in ensuring appropriate reporting of financials and related metrics/drivers.
  • Monitor key financial and metric trends and provide weekly and monthly reporting; identify and explain the cause of any material variances
  • Requires extensive data reconciliation & consolidation as well as analysis, coupling the use of scenario and sensitivity analysis to forecast possible outcomes.
  • Design new report / Modify existing financial report using Essbase excel add in tool.
  • Generate multiple reports like Close, Balance sheet, P &L reports and Variance analysis report from Dodeca tool
  • Improvise the process by suggesting innovative ideas and take initiative to automate the process.
  • Deploy proper knowledge management process within Consumer Lending group by regularly updating the process documents and create back up for all the process.


Essential Qualifications

  • Post graduate in Accounting, Finance or Business Administration
  • Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / analytics / commentary
  • Minimum 8-10 years’ experience in finance or reporting roles, including monthly close, management reporting, Reconciliation & General ledger with good analysis and commentary skills.
  • Preferably should have relevant banking experience with hands on experience in management reporting, forecasting and planning process.
  • Candidate should be fairly familiar with the AU/OU/ Hierarchy process, and should also be extremely good at change management and ability to turn around the reports not only with speed, but with high quality, integrated controls and checks.
  • Candidate should also have good financial modelling, template building, dashboard and presentation skills as this will help in transforming reports to the next level.
  • Candidate should have Essbase/Hyperion experience and should be a subject matter expert in data retrievals from different cubes.
  • Ability to work both independently and within team environment.
  • Strong communication and presentation skills.
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
  • Prioritize multiple tasks in a fast-paced environment with critical deadlines.
  • Advanced knowledge of Excel, Macros, Access and Power point.


Desired Qualifications

  • Preferable to have prior experience in FP&A role, with expertise in review and modification of financial reporting along with variance analysis to drive value
  • Expertise with Essbase along with SQL skills and query management. Knowledge of Tableau and data analytics will be added advantage.
  • Comfortable to work in flexible timings to maximize overlap with US counterparts


SOURCE: Wells Fargo



Designation: Financial Plan & Analysis Specialist – Finance Processes (Hyderabad)



About the job


You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions. You will be working as a part of the Finance Processes team. The team is responsible for identifying new cross-sell opportunities, cutting report cycle time, increasing reporting accuracy, and improving cash and capital forecasting. This team uses financial planning, reporting, variance analysis, budgeting, and forecasting to help clients and organizations exercise and imply financial control. Design and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess the materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the company’s financial health.


What are we looking for?


  •  Budgeting and Forecasting
  •  Financial Analysis
  •  Invoice Processing Operations
  •  Microsoft Excel
  •  Adaptable and flexible
  •  Ability to work well in a team
  •  Written and verbal communication
  •  Agility for quick learning

Roles And Responsibilities


  • In this role, you are required to do analysis and solving of moderately complex problems
  • May create new solutions, leveraging and, where needed, adapting existing methods and procedures
  • The person would require an understanding of the strategic direction set by senior management as it relates to team goals
  • Primary upward interaction is with the direct supervisor
  • May interact with peers and/or management levels at a client and/or within Accenture
  • Guidance would be provided when determining methods and procedures for new assignments
  • Decisions made by you will often impact the team in which they reside
  •  Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture
  • Please note that this role may require you to work in rotational shifts


Qualifications: CA Inter/Master of Business Administration/Master of Finance control/Master of Financial Management


Years of Experience: 7 to 11 years

SOURCE: Linkedin

Frequently Asked Questions


1. What does a Financial Analyst do?

A financial analyst assesses investment opportunities, conducts risk assessments, and contributes to budgeting and financial planning processes. Their primary responsibility is to analyze financial data and market trends to provide insights and recommendations for business decisions.

2. What are the duties and responsibilities of a Financial Analyst? 

The primary duties are analyzing financial data, preparing reports, assessing investment opportunities, conducting risk assessments, and contributing to budgeting and financial planning processes. Ultimately a financial analyst’s role and responsibility is to ensure financial health and optimize organizational performance.


3. What makes a good Financial Analyst?  

A good Financial Analyst possesses strong analytical skills to interpret complex financial data accurately.


4. Who does a Financial Analyst work with? 

A Finacial Analyst typically works with

  •  Internal teams: Collaborating with finance, accounting, and management teams to gather financial data and insights for analysis.  
  • Investors and shareholders: Communicating financial performance and prospects to maintain investor confidence and attract potential investors.
  • Accounts and Finance teams: Collaborating on financial reporting and analysis.
  • Executives and managers: Providing financial reports and recommendations to aid decision-making and strategic planning.
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